Wealthstream Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealthstream Advisors, Inc.
- $512 Million
- Q1 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 5,996 shares of VTEB stock, worth $292,604. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,996
Previous 5,996
-0.0%
Holding current value
$292,604
Previous $300,000
1.0%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio